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LaSalle St. Investment Advisors’s Salesforce CRM Stock Holding History

LaSalle St. Investment Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276K Sell
1,762
-69
-4% -$12.1K 0.03% 354
2026
Q1 		$342K Buy
1,831
+180
+11% +$37.3K 0.05% 276
2025
Q4 		$437K Buy
1,651
+17
+1% +$4.22K 0.07% 207
2025
Q3 		$387K Sell
1,634
-1,264
-44% -$319K 0.07% 211
2025
Q2 		$790K Sell
2,898
-304
-9% -$81.3K 0.22% 104
2025
Q1 		$859K Buy
3,202
+747
+30% +$232K 0.2% 92
2024
Q4 		$821K Buy
2,455
+772
+46% +$246K 0.25% 79
2024
Q3 		$460K Sell
1,683
-3
-0.2% -$768 0.18% 104
2024
Q2 		$434K Sell
1,686
-222
-12% -$59.4K 0.22% 86
2024
Q1 		$502K Hold
1,908
– – 0.28% 59
2023
Q4 		$502K Buy
1,908
+332
+21% +$75.1K 0.34% 53
2023
Q3 		$319K Buy
1,576
+108
+7% +$23.3K 0.16% 83
2023
Q2 		$310K Buy
1,468
+137
+10% +$28K 0.14% 84
2023
Q1 		$265K Buy
+1,331
New +$225K 0.12% 100

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LaSalle St. Investment Advisors's CRM Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Salesforce (CRM) stake by 3.8% in Q2 2026, selling an estimated $12.1K and leaving 1,762 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #354.

LaSalle St. Investment Advisors first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $859K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LaSalle St. Investment Advisors held 1,762 shares of Salesforce worth $276K as of Q2 2026.
  • LaSalle St. Investment Advisors sold 69 Salesforce shares in Q2 2026, an estimated $12.1K.
  • Salesforce made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #354 holding.
  • LaSalle St. Investment Advisors first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • LaSalle St. Investment Advisors's Salesforce position peaked at $859K in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.